-24.5%
TE vs PAYC
-22.6%
-1.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | +0.9% | -10.2% | +11.1% | +2.8% |
| 30D | -16.3% | +2.0% | -18.2% | -16.8% |
| 3M | -40.8% | +58.3% | -99.0% | -47.6% |
| 6M | -42.6% | +64.5% | -107.1% | -50.8% |
| YTD | -31.4% | +36.5% | -68.0% | -37.5% |
| 1Y | +144.9% | -1.3% | +146.2% | +155.8% |
| All | -24.5% | -22.6% | -1.9% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling